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Schwab 5-10 Year Corporate B otr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $528k 12k 44.49
2023-06-30 $240k 5.4k 44.05
2022-06-30 $0 4 0.00

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Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Royal Bank of Canada
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Ogorek Anthony Joseph
Bouchey Financial
Huntington Asset Advisors
Taddei, Ludwig & Associates
Jpmorgan Chase & Co
Charles Schwab Trust

View all funds holding Schwab 5-10 Year Corporate B otr